See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,003 | $177,572-67.9% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,120 | $4,810+68.8% | $4,305+88.6% | $4,299+88.9% |
| Participant deferral / active EE | $9,114 | $6,272+45.3% | $5,540+64.5% | $6,507+40.1% |
| Admin fee / account holder | $376 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |